光通信概念股Lumentum Holdings Inc. (LITE) 今日盘中出现大幅下跌，跌幅达5.19%，引起了市场关注。
消息面上，今日为Lumentum正式纳入纳斯达克100指数的生效日。市场分析指出，股价未能延续此前因纳入预期带来的上涨行情，反而呈现典型的“买预期、卖事实”走势。此前该股自确认纳入后一度创出历史新高，随后连续回调。此外，光通信板块在近期冲高后普遍承压，AAOI、Coherent、康宁等同业个股同步走弱，加剧了该股的下跌压力。
值得注意的是，Lumentum过去一年累计涨幅巨大，市盈率一度处于高位，高估值状态下的获利盘集中兑现也进一步放大了短期的价格波动。
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